Account report
Example Agency
Example report · made-up numbersTexts from Nov 14, 2025 to Nov 14, 2026
Dotted boxes: planned for Starter or Unlimited (plans aren't final). Today every report shows everything. Plans
- Leads texted
- 3,412
- Replied
- 731
- Booked
- 215
- Opted out
- 212
Try these first
Planned for Unlimited · made-up numbers
Shared benchmark
You next to other agencies
| Share of leads | You | Typical agency | Top quarter |
|---|---|---|---|
| Replied ahead | 21.4% | 18.5% | 27.0% |
| Picked up a call behind | 9.8% | 11.2% | 15.6% |
| Booked | 6.3% | 6.3% | 9.8% |
| Opted out ahead | 6.2% | 7.4% | 4.1% |
From first text to booked
Follow-ups
Left hanging
47 leads said yes or asked a question and got no other text or call back
61 more waited a day or more for one
Follow-up payoff
92% of bookings came by text 5
| Text | Delivered | Share of replies | Share of bookings |
|---|---|---|---|
| 1st text | 3,303 | 39.9% | 40.3% |
| 2nd text | 2,862 | 19.7% | 18.2% |
| 3rd text | 2,534 | 14.2% | 13.8% |
| 4th text | 2,224 | 9.9% | 11.5% |
| 5th text | 1,925 | 6.7% | 8.3% |
| 6th text | 1,575 | 3.7% | 3.6% |
| 7th text | 1,272 | 2.4% | 2.0% |
| 8th text or later | 2,752 | 3.5% | 2.4% |
Free in the beta · planned for Starter and Unlimited
History
Compare two snapshots
| Before Oct 15, 2025 to Oct 15, 2026 | After Nov 14, 2025 to Nov 14, 2026 | Change | |
|---|---|---|---|
| Texts delivered | 17,340 | 18,447 | +1,107 |
| Failed to deliver | 3.5% | 3.0% | −0.5 pts |
| Reply | 5.8% | 6.4% | +0.5 pts |
| Positive | 2.0% | 2.2% | +0.3 pts |
| Opt-out | 2.0% | 1.8% | −0.2 pts |
| Pickup | 2.0% | 2.0% | +0.1 pts |
| Appointment | 1.2% | 1.4% | +0.2 pts |
| Leads who booked | 181 | 215 | +34 |
Planned for Unlimited
Trends, run by run
| Run | Reply | Appointment |
|---|---|---|
| Jun | 4.9% | 0.9% |
| Jul | 5.3% | 1.0% |
| Aug | 5.5% | 1.1% |
| Sep | 5.8% | 1.2% |
| Oct | 5.9% | 1.2% |
| Nov | 6.4% | 1.4% |
Planned for Unlimited · Illustration, made-up
Automations
Each automation
| Automation | Leads | Delivered | Reply | Appointment |
|---|---|---|---|---|
| New lead, 7 days | 1,840 | 7,900 | 7.1% | 1.6% |
| Aged lead revival | 1,130 | 3,560 | 4.3% | 0.8% |
| No-show rebook | 260 | 760 | 11.8% | 5.2% |
Planned for Unlimited
Advice
What to test next
- Pickups and appointments per delivered text fall under a third of text 1's from text 6 on. Test stopping after text 5.
- Texts sent from 17:00 to 19:00 local time get the most pickups and appointments: 6.3% of 3,093 delivered. Test sending more in that window.
Scripts
Opening text
| Wording | Delivered | Failed | Reply | Positive | Opt-out | Pickup | Appointment | Leads |
|---|---|---|---|---|---|---|---|---|
| Hi [first name], it's [agent]. I got your request for mortgage protection on the new home. Is this still a good number? | 1,155 | 2.9% | 17.0% | 6.5% | 1.6% | 6.1% | 4.3% | 1,155 |
| Hey [first name], did you still want the final expense quote you asked for? Takes # minutes by phone. | 950 | 3.1% | 15.1% | 5.5% | 1.8% | 4.8% | 3.3% | 950 |
| [first name], it's [agent] following up on the life insurance form you filled out. When is a good time for a quick call? | 619 | 3.3% | 12.6% | 4.2% | 2.1% | 3.9% | 2.4% | 619 |
| [first name], life insurance rates start at $# a month. Want me to run yours? | 395 | 3.7% | 9.4% | 2.8% | 3.8% | 2.3% | 1.0% | 395 |
| Other / one-off texts (wording not kept) | 184 | 4.2% | 8.2% | 2.2% | 3.3% | 1.6% | 1.1% | 184 |
Which text in the sequence
| Which text in the sequence | Delivered | Failed | Reply | Positive | Opt-out | Pickup | Appointment | Leads |
|---|---|---|---|---|---|---|---|---|
| 1st text | 3,303 | 3.2% | 14.2% | 5.1% | 2.1% | 4.6% | 3.1% | 3,303 |
| 2nd text | 2,862 | 3.0% | 8.1% | 3.0% | 1.8% | 2.4% | 1.6% | 2,862 |
| 3rd text | 2,534 | 2.9% | 6.6% | 2.4% | 1.7% | 2.1% | 1.4% | 2,534 |
| 4th text | 2,224 | 2.9% | 5.2% | 1.8% | 1.6% | 1.9% | 1.3% | 2,224 |
| 5th text | 1,925 | 2.8% | 4.1% | 1.3% | 1.5% | 1.6% | 1.1% | 1,925 |
| 6th text | 1,575 | 2.8% | 2.8% | 0.8% | 1.6% | 0.9% | 0.6% | 1,575 |
| 7th text | 1,272 | 2.9% | 2.2% | 0.6% | 1.7% | 0.6% | 0.4% | 1,272 |
| 8th text or later | 2,752 | 3.1% | 1.5% | 0.4% | 1.9% | 0.3% | 0.2% | 1,128 |
Sending number
| Sending number | Delivered | Failed | Reply | Positive | Opt-out | Pickup | Appointment | Leads |
|---|---|---|---|---|---|---|---|---|
| (602) 555-0142 | 12,209 | 2.7% | 7.4% | 2.7% | 1.6% | 2.4% | 1.7% | 9,767 |
| (480) 555-0187 | 6,238 | 3.5% | 4.4% | 1.4% | 2.0% | 1.3% | 0.8% | 4,990 |
Timing
Local hour
| Local hour | Delivered | Failed | Reply | Positive | Opt-out | Pickup | Appointment | Leads |
|---|---|---|---|---|---|---|---|---|
| 12 am small sample | 36 | 2.7% | 2.8% | 0.0% | 2.8% | 0.0% | 0.0% | 29 |
| 1 am small sample | 18 | 5.3% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 14 |
| 2 am small sample | 18 | 5.3% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 14 |
| 3 am small sample | 18 | 5.3% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 14 |
| 4 am small sample | 18 | 5.3% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 14 |
| 5 am small sample | 36 | 2.7% | 0.0% | 0.0% | 2.8% | 0.0% | 0.0% | 29 |
| 6 am | 109 | 2.7% | 1.8% | 0.9% | 1.8% | 0.9% | 0.9% | 87 |
| 7 am | 437 | 2.9% | 3.2% | 1.1% | 1.8% | 1.1% | 0.7% | 350 |
| 8 am | 1,128 | 2.9% | 4.3% | 1.5% | 1.8% | 1.4% | 1.0% | 902 |
| 9 am | 1,474 | 3.0% | 4.7% | 1.7% | 1.8% | 1.5% | 1.0% | 1,179 |
| 10 am | 1,528 | 3.0% | 5.0% | 1.8% | 1.8% | 1.6% | 1.0% | 1,222 |
| 11 am | 1,492 | 3.0% | 5.2% | 1.8% | 1.8% | 1.6% | 1.1% | 1,194 |
| 12 pm | 1,419 | 2.9% | 4.8% | 1.7% | 1.8% | 1.5% | 1.1% | 1,135 |
| 1 pm | 1,401 | 3.0% | 5.0% | 1.7% | 1.8% | 1.6% | 1.1% | 1,121 |
| 2 pm | 1,383 | 2.9% | 5.4% | 1.9% | 1.8% | 1.7% | 1.2% | 1,106 |
| 3 pm | 1,437 | 3.0% | 6.1% | 2.2% | 1.8% | 1.9% | 1.3% | 1,150 |
| 4 pm | 1,510 | 3.0% | 7.2% | 2.5% | 1.8% | 2.3% | 1.5% | 1,208 |
| 5 pm | 1,601 | 3.0% | 11.2% | 3.9% | 1.7% | 3.6% | 2.4% | 1,281 |
| 6 pm | 1,492 | 3.0% | 12.1% | 4.2% | 1.8% | 3.8% | 2.7% | 1,194 |
| 7 pm | 982 | 3.0% | 7.6% | 2.6% | 1.7% | 2.4% | 1.6% | 786 |
| 8 pm | 582 | 3.0% | 5.7% | 2.1% | 1.7% | 1.9% | 1.2% | 466 |
| 9 pm | 200 | 2.9% | 3.5% | 1.0% | 2.0% | 1.0% | 0.5% | 160 |
| 10 pm small sample | 73 | 2.7% | 1.4% | 1.4% | 1.4% | 1.4% | 0.0% | 58 |
| 11 pm small sample | 55 | 3.5% | 1.8% | 0.0% | 1.8% | 0.0% | 0.0% | 44 |
Lead age when texted
| Lead age when texted | Delivered | Failed | Reply | Positive | Opt-out | Pickup | Appointment | Leads |
|---|---|---|---|---|---|---|---|---|
| 0 to 1 days | 5,719 | 3.0% | 10.7% | 4.1% | 1.5% | 3.8% | 2.6% | 4,575 |
| 2 to 7 days | 4,058 | 3.0% | 6.6% | 2.3% | 1.7% | 2.1% | 1.5% | 3,246 |
| 8 to 30 days | 3,505 | 3.0% | 4.4% | 1.4% | 1.8% | 1.2% | 0.8% | 2,804 |
| 31 to 90 days | 2,398 | 3.0% | 3.1% | 0.8% | 2.0% | 0.8% | 0.5% | 1,918 |
| 91 to 180 days | 1,291 | 3.0% | 2.3% | 0.5% | 2.2% | 0.5% | 0.3% | 1,033 |
| 181 days or more | 922 | 2.9% | 1.8% | 0.4% | 2.5% | 0.3% | 0.2% | 738 |
| Unknown | 554 | 3.0% | 3.8% | 1.1% | 2.0% | 0.9% | 0.7% | 443 |